Company

The Heritage Team

Financial Services Southbury, Connecticut, United States 9 employees

Employees: 9
Contacts: 1
Emails: 1

heritage.cof.team LinkedIn

The Heritage Team Overview

Headquarters: Southbury, Connecticut, United States
Website: heritage.cof.team
Industry: Financial Services
Employees: 9
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

retirementplanning investments financialgrowth disabilityInsurance

About The Heritage Team

Financial plans aren’t one-size-fits-all. When you work with the Heritage Team at Charter Oak Financial, your financial planners won’t be, either. Our professionals and dedicated staff bring a collective 125 years of financial planning and customer care experience to our clients. Each of our professional strengths contributes to our shared vision of exceptional service. Together with the expertise of our more seasoned advisors and the fresh perspectives of our newer talent, we’re uniquely positioned to help you grow your wealth efficiently, expertly, and with the knowledge that the team helping you today will be here for you for generations to come.

The Heritage Team Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

The Heritage Team Org Chart

Sample employees and titles

Name	Title	Location	Contact
Karina Bustamante	Client Operations Manager, the Heritage	Brookfield, Connecticut, United States	View
Lou Giangrande	Financial Advisor Ricp®, Heritage Team	White Plains, New York, United States	Email
Bil-David Trodlier	Owner, the Heritage Team and Real	Boerne, Texas, United States	View